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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
37
Increased
119
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$340M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$85.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.96B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$84.6M
5
Bank of America
5
Bank of America
North Carolina
$593M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.4M
2
UBS AM
2
UBS AM
Illinois
$37.1M
3
AssetMark Inc
3
AssetMark Inc
California
$92.9M
4
MNG
4
Manning & Napier Group
New York
$18.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$5.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$1.64M 32,165 -79 -0.2%
Betterment LLC
102
Betterment LLC
New York
$1.61M 31,500 +2,564 +9%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$1.56M 30,669 +9,187 +43%
SG
104
Swarthmore Group
Pennsylvania
$1.53M 30,000 – –
CRC
105
Curi RMB Capital
Illinois
$1.51M 29,540 +29,540 New
Truist Financial
106
Truist Financial
North Carolina
$1.51M 29,525 +5,046 +21%
SP
107
SWS Partners
Ohio
$1.5M 29,372 -581 -2%
AA
108
Alesco Advisors
New York
$1.5M 29,325 -1,430 -5%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.47M 28,868 +689 +2%
TSS
110
Two Sigma Securities
New York
$1.47M 28,860 +28,860 New
HPC
111
Hobart Private Capital
North Carolina
$1.47M 28,764 +1,160 +4%
OMC
112
Old Mission Capital
Illinois
$1.46M 28,580 +28,580 New
BTW
113
Boston Trust Walden
Massachusetts
$1.35M 26,553 – –
US Bancorp
114
US Bancorp
Minnesota
$1.35M 26,420 +1,411 +6%
BOH
115
Bank of Hawaii
Hawaii
$1.32M 25,828 +8,257 +47%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$1.31M 25,759 +6,229 +32%
LNWWM
117
Laird Norton Wetherby Wealth Management
California
$1.26M 24,681 +831 +3%
PWM
118
Paulson Wealth Management
Illinois
$1.23M 24,326 +4,434 +22%
CHAM
119
Clear Harbor Asset Management
Connecticut
$1.13M 22,345 -500 -2%
ASN
120
Advisory Services Network
Georgia
$1.1M 21,564 -266 -1%
QA
121
Quantitative Advantage
Minnesota
$1.08M 21,188 +76 +0.4%
MCM
122
Mainstay Capital Management
Michigan
$1M 19,612 -525 -3%
VRM
123
Vectors Research Management
New York
$991K 19,329 +19,329 New
NA
124
NewEdge Advisors
Louisiana
$984K 19,299 +9,103 +89%
Millennium Management
125
Millennium Management
New York
$980K 19,211 +19,211 New
3 4
5
6 7